Attorney Mary Randolph details eight key strategies to avoiding the probate money pit, including how to: - set up payable-on-death bank accounts - name a beneficiary for retirement accounts - register stocks & bonds, and vehicles, in transfer-on-death forms - hold property in joint ownership - take advantage of special procedures for small estates - create a living trust - give away property now Includes worksheets and sample letters, as well as state-by-state charts that pinpoint which strategies are viable in each state. ...
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Attorney Mary Randolph details eight key strategies to avoiding the probate money pit, including how to: - set up payable-on-death bank accounts - name a beneficiary for retirement accounts - register stocks & bonds, and vehicles, in transfer-on-death forms - hold property in joint ownership - take advantage of special procedures for small estates - create a living trust - give away property now Includes worksheets and sample letters, as well as state-by-state charts that pinpoint which strategies are viable in each state. - Recommended by Modern Maturity - Book of the Month Club selection
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